BBCG.06.01.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 for Operations (Second Edition) - Module 1: Configuring the Controls (Digital)
The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.
Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their manual supply chain management processes that they are using will not handle their forecasted future demand.
As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and how they tweaked the system to make it work perfectly.
The Accounts Payable area is one of the three foundation financial modules within Dynamics 365 Finance that we will want to set up. It allows us to manage all our vendor information, post our invoices, and make in our payments and allows us to manage approval workflows and much more.
It’s not hard to configure the payables area and get some of the basic transactions working on getting us up and running with our vendors.
Before we start adding vendors and creating invoices within the Accounts Payable module of Dynamics 365 Finance, there are a couple of codes and controls that need to be configured so that everything else later in the book will run smoothly.
In this module, we will walk through everything that you need to set up to get the basic Accounts Payable features working.
- Configuring Default Accounts Payable Journal Names
- Configuring a General Vendor Posting Profile
- Configuring Vendor Payment Methods
- Configuring the Accounts Payable Parameters
Series: Dynamics Companions Bare Bones Configuration Guides
Guide: Configuring Accounts Payable within Dynamics 365 Finance
Digital: 206 pages
Publisher: Blind Squirrel Publishing (March 13, 2021)
Product Dimensions: 8.5 x 11 inches
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